Mosaique Insights: Issue 10
How did it get so late so soon? It’s night before it’s afternoon. December is here before it’s June. My goodness how the time has flewn. How did it get so late so soon?”
As we are entering the final innings of 2022, we take some time to reflect on this past year.
A year, in which a lot happened, a year, that challenged us in different ways, not only as investors, but also as human beings. Our thoughts remain with those hurt by the dreadful conflict still raging.
In hindsight, geopolitics took centre stage once again, not only significantly impacting the global economy and financial markets, but also resetting international relations and commerce.
In this edition of Mosaique Insights, we take a look at how we’ve navigated this past year with insights from our strategy and portfolio management teams. We include an interview with the Head of our newly opened Israel office, Gerry Livnat, we provide you with some topical insights into the world of cybersecurity and shed some light on the geopolitical events that have shaped this year so profoundly.
We hope you enjoy this edition of Mosaique Insights, we wish you a merry Christmas, frohe Weihnachten, joyeux Noël and we look forward to seeing you in 2023!
Laurent Gagnebin
CEO, Rothschild & Co Bank AG
Dr. Carlos Mejia
CIO, Rothschild & Co Bank AG
Read more articles
-
The next mood shift
Market Perspective
Despite geopolitical tensions and shifting expectations of interest rate cuts, financial markets have been remarkably resilient. In this Market Perspective, we discuss the 'higher for longer' monetary policy and assess the importance of mounting US government debt.
-
Understanding sustainability risks and opportunities
Insights
Investing is not just about choosing companies that we expect to achieve success in the short term. It’s important to find businesses which can adapt to a changing world and are part of shaping the future. In this article we explore the risks and opportunities they face.
-
Should I form a trust?
Insights
Trusts can be an effective way to provide for your family while retaining control, but you must balance the advantages against the administrative and financial costs. In this article we examine the pros and cons of setting up a trust, and potential pitfalls to avoid.
-
The defence debate
Strategy Blog
The events of the last couple of years have dramatically increased the geopolitical temperature, shifting the political discourse in favour of security. In this blog we examine the evolving nature of defence and military equipment, and what it could mean for investors.
-
The last mile
Perspectives podcast
The Swiss National Bank's decision to reduce interest rates came as a surprise to the market. Join our Global Investment Strategists to decode central banks' moves, unravel oil market dynamics, and track gold and bitcoin prices.
-
A rebound in corporate earnings?
Strategy Blog
Earnings growth is rising in the United States, suggesting the market could have passed a turning point. Ahead of the release of first quarter earnings figures, we consider what this means for investors and examine how earnings expectations can be fallible.